The Financial Services Regulatory Authority of Ontario (FSRA) is responsible for supervising and regulating a broad range of financial service sectors. FSRA issues guidance to make it easier for the public, new entrants and incumbents to understand what is legally binding, what is FSRA’s interpretation or application of law and what information is designed to be helpful. All guidance is issued in accordance with FSRA's Guidance Framework.

The following table lists Active guidance. Use the filters to search the table or enter text in the search field. Please reach out to our contact centre if you require assistance.

Note: 

  • To find inactive guidance select “inactive from the “Status” filter.
  • For information on inactive / Inherited guidance, follow this link Inherited Guidance
How to search for guidance
Types of guidance
Guidance Framework
Inherited Guidance
Guidance Documents Table
Showing 201 to 217 of 217 entries
Status Category Guidance Number Guidance Name
Active Miscellaneous PE0291ORG Nortel Ontario Beneficiary Direction, Consent & Waiver
Active Locked-in Accounts PE0295ORG Frequently Asked Questions - Unlocking by Non-resident Former Member -Section 50.0.1 of the PBA
Active Administration - Pensions PE0296INT Pension Plan Administrator Roles and Responsibilities
Active Amendments PE0297ORG Conversion of a Plan from Defined Benefit to Defined Contribution
Active Defined Contribution Plan PE0298INT Automatic Features in Defined Contribution Pension Plans
Active Filing - Pensions PE0300ORG Extension of Deadline for Filings with FSCO (2018)
Active Amendments PE0302INT Actions to avoid deregistration of a pension plan under the Federal Income Tax Act
Active Miscellaneous PE0641INF A guide for employers - Communicating the value of your pension plan
Active Spousal Rights PE0653ORG Definition of "spouse"
Active Wind up PE0676ORG New Requirements for Grow-In, Opting Out of Grow-In and Partial Wind Up
Active Commuted Value PE0677ORG Commuted Value Transfers - Qs&As
Active Locked-in Accounts PE0678ORG FAQs on Locked-in Retirement Income Funds (LRIFs)
Active Locked-in Accounts PE0679ORG FAQs on Locked-in Retirement Accounts (LIRAs)
Active Locked-in Accounts PE0680ORG FAQs for Financial Institutions (LIFs and LRIFs)
Active Locked-in Accounts PE0681ORG FAQs: Option to Transfer Money from a Locked-in Account to an Unlocked vehicle
Active Locked-in Accounts PE0682ORG FAQs on the Effects of Changes on Other Unlocking Applications
Active Pension Benefits Guarantee Fund (PBGF) PE0683ORG Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) - 2019